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iShares Core S&P US Growth ETF

526 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 166 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 166

0.11% more ownership

Funds ownership: 69.53%69.63% (+0.11%)

5% less funds holding

Funds holding: 555526 (-29)

8% less capital invested

Capital invested by funds: $9.73B → $8.97B (-$759M)

23% less funds holding in top 10

Funds holding in top 10: 3124 (-7)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

Holders
526
Holders Change
-29
Holders Change %
-5.23%
% of All Funds
8.3%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
178
Reduced
166
Closed
65
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.25B +$133M +1,277,843 +4%
LPL Financial
2
LPL Financial
California
$1.36B -$21M -201,852 -2%
Morgan Stanley
3
Morgan Stanley
New York
$712M +$99.5M +958,228 +17%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$533M -$4M -38,517 -0.8%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$194M +$12M +115,439 +7%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$167M -$21.7M -208,788 -13%
UBS Group
7
UBS Group
Switzerland
$146M +$12M +115,138 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$128M +$5.32M +51,166 +4%
Wells Fargo
9
Wells Fargo
California
$110M -$50.1M -482,505 -32%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$100M -$7.28M -70,039 -7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$95M +$7.62M +73,386 +9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$86.4M +$926K +8,914 +1%
RJA
13
Raymond James & Associates
Florida
$75.3M -$25.5M -245,452 -26%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$69.5M +$3.74M +36,038 +6%
VFPW
15
Vantage Financial Partners (Wisconsin)
Wisconsin
$60.6M +$33.5M +322,398 +128%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$57M +$5.24M +50,395 +10%
Ameriprise
17
Ameriprise
Minnesota
$55M +$7.1M +68,361 +15%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$54.8M +$1.82M +17,547 +4%
HighTower Advisors
19
HighTower Advisors
Illinois
$51M -$3.51M -33,818 -7%
Charles Schwab
20
Charles Schwab
California
$48.1M +$1.76M +16,952 +4%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$44.1M +$2.36M +22,703 +6%
Legacy Financial Group (Iowa)
22
Legacy Financial Group (Iowa)
Iowa
$43.7M +$8.13M +78,212 +23%
BlackRock
23
BlackRock
New York
$41.2M -$9.4M -90,440 -19%
DA
24
Doliver Advisors
Texas
$39.9M -$12.4M -119,771 -24%
TVAMP
25
Tennessee Valley Asset Management Partners
Tennessee
$38.5M +$1.39M +13,413 +4%

IUSG Hedge Fund Activity: Q1 2022 in Review

526 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2022, worth a combined $8.97B — down 7.8% from $9.73B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IUSG and 45 opened new positions — a net loss of 20 holders — while 166 trimmed existing stakes and 178 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Wells Fargo, cutting an estimated $50.1M.

  • 526 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2022, down from 555 in Q4 2021.
  • Funds reported $8.97B of iShares Core S&P US Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 45 funds opened new iShares Core S&P US Growth ETF positions in Q1 2022 and 65 closed out, a net change of -20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2022 was Bank of America, an estimated $133M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2022 was Wells Fargo, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2022.